See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,834 | $79,944-83.9% | $98,439-87.0% | $75,163-82.9% |
| Participation rate | 74.1% | 70.4%+3.7pp | 75.2%-1.1pp | 67.2%+6.9pp |
| Annual return | 16.78% | 19.75%-3.0pp | 21.16%-4.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $891 | $2,264-60.6% | $3,048-70.8% | $2,670-66.6% |
| Participant deferral / active EE | $999 | $3,752-73.4% | $4,738-78.9% | $4,125-75.8% |
| Admin fee / account holder | $139 | $6,840-98.0% | $8,948-98.4% | $5,651-97.5% |